Add a Meeting Item (iOS)

Objective

To add meeting items using the Procore app on an iOS mobile device.

Background

Things to Consider

Steps

1. Navigate to the Meetings tool using the Procore app on an iOS mobile device.
2. Tap the meeting you want to add an item to.
3. Tap Add Line. 
   
   
    
4. Tap a field to enter the following information:
   • Title: Enter a description for the new business item.
   • Due Date: Use the calendar to set a due date for the item.
   • Status: Set the status as 'Open,' 'On Hold,' or 'Closed' so responsible parties know whether or not action needs to be taken. The default setting for a new business item is 'Open.'
   • Category: Select the category for your business item. This field will default to the category you created the item under, or it will default to 'Uncategorized.'
   • Assignment: Select the person(s) to designate responsibility for the item. 
   • Description: Write a description for the business item that describes the item in fuller detail than the title. 
   • Minutes: Enter any minutes. 
     Note: This field only shows if the meeting is in Minutes mode.
   • Add Attachment: Attach any relevant files or photos.

See Also

• Add Meeting Minutes (iOS)